Core Viewpoint - Juchip Technology announced the approval of the proposal regarding expected daily related transactions for the year 2026 during its first extraordinary shareholders' meeting of 2026 [2] Group 1 - The company held its first extraordinary shareholders' meeting of 2026 on January 13 [2] - The shareholders approved the proposal concerning anticipated daily related transactions for the year 2026 [2]

证券代码：688049 证券简称：炬芯科技 公告编号：2026-001 一、 会议召开和出席情况 （一） 股东会召开的时间：2026 年 1 月 13 日 （二） 股东会召开的地点：珠海市高新区唐家湾镇科技四路 1 号炬芯科技股份有 限公司会议室 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及其 持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 181 | | --- | --- | | 普通股股东人数 | 181 | | 2、出席会议的股东所持有的表决权数量 | 12,874,590 | | 普通股股东所持有表决权数量 | 12,874,590 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 7.3873 | | 例（%） | | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 7.3873 | 2026年第一次临时股东会决议公告 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 本次会议是否有被否决议案：无 炬芯科技股份有限公司 1、 ...

上海市徐汇区淮海中路 1010 号嘉华中心 45 层 邮政编码 200031 电话: (86-21) 5404 9930 传真: (86-21) 5404 9931 关于炬芯科技股份有限公司 2026 年第一次临时股东会的法律意见书 致：炬芯科技股份有限公司 根据《中华人民共和国公司法》（以下简称"《公司法》"）、中国证券监督 管理委员会颁布的《上市公司股东会规则》（以下简称"《股东会规则》"）的规 定，北京市竞天公诚律师事务所上海分所（以下简称"本所"）指派律师对炬芯科 技股份有限公司（以下简称"公司"）2026年第一次临时股东会（以下简称"本次 股东会"）进行见证，并就本次股东会的召集和召开程序、召集人和出席人员的 资格、表决程序以及表决结果发表法律意见。 为出具本法律意见，本所律师审查了《炬芯科技股份有限公司第二届董事会 第二十八次会议决议》《炬芯科技股份有限公司关于召开2026年第一次临时股东 会的通知》以及本所律师认为必要的其他文件和资料，同时审查了出席现场会议 股东的身份和资格、见证了本次股东会的召开，并参与了本次股东会议案表决票 的现场监票计票工作。 本所及本所指派律师依据《中华人民共和国证券法 ...

以下为研究报告摘要： 投资要点： 电子板块观点：英伟达于CES2026全面展示Rubin平台，通过六款芯片组件的极致协同，其生成token的 成本将降低至上一代Blackwell的约1/10，目前该平台已全面量产。台积电12月合并营收约3350.03亿元 新台币，同比增长20.4%，超市场预期，全年营收同比增长31.6%创历史新高，体现出半导体行业需求 端的全面复苏。当前电子行业需求持续复苏，供给有效出清，存储芯片价格上涨，我国国产化力度超预 期。建议关注AI算力、AIOT、半导体设备、关键零部件和存储涨价等结构性机会。 英伟达于CES2026全面展示Rubin平台，通过六款芯片的极致协同，其生成token的成本将降低至上一代 的约1/10，目前该平台已全面量产。1月6日至9日，2026年美国拉斯维加斯消费电子展举办，英伟达 CEO黄仁勋发布了英伟达首个采用极致协同设计、集成六款芯片的AI平台Rubin，并首次公开了六款芯 片的详细性能参数。凭借Rubin平台，生成token的成本将降低至上一代的约1/10，可降低大规模AI部署 成本。Rubin平台组件涵盖Rubin GPU、Vera CPU、NVLink6 ...

Core Viewpoint - The company has launched new products ATS323X, ATS362X, and ATW609X, which utilize a tri-core heterogeneous architecture and are designed for AI model inference acceleration with high energy efficiency on the edge [1] Product Development - The ATS323X and ATS362X have already been successfully integrated into terminal products of brand clients and are currently available for sale [1] - The development of client products related to the ATW609X is progressing smoothly [1]

Core Viewpoint - The company has launched new products that leverage advanced technology for AI model acceleration, indicating a strong market potential in the AI hardware sector [2] Product Launch - The company has introduced the ATS323X, ATS362X, and ATW609X series products, which utilize a tri-core heterogeneous architecture and an NPU based on SRAM for high-efficiency AI inference acceleration [2] - The ATS323X and ATS362X models have already been successfully integrated into customer terminal products and are currently available for sale [2] - Development of customer products utilizing the ATW609X is progressing smoothly [2]

Core Viewpoint - The semiconductor industry is experiencing a continuous recovery in December, with prices on an upward trend, highlighting structural opportunities in AI computing power, AIOT, semiconductor equipment, key components, and storage price increases [1][2][3] Group 1: Industry Demand and Supply - Global semiconductor demand showed improvement in December, with slight growth in PC and smartphone sales, and rapid growth in TWS headphones, wearable devices, and smart home products, while AI servers and new energy vehicles maintained high growth [2][4] - Despite high inventory levels, demand in certain segments driven by AI is leading to price increases from upstream wafer foundries, although memory price hikes may slow down shipments of consumer electronics like smartphones and PCs [2][3] - The overall semiconductor supply-demand balance is expected to remain favorable in January, with global semiconductor sales in October showing a year-on-year increase of 27.23% and a cumulative increase of 21.19% from January to October [3] Group 2: Price Trends and Market Dynamics - In December, the price of storage modules increased significantly, with ranges from 10.42% to 68.42%, and DRAM and NAND flash prices also saw increases between 1.73% and 57.42% [3] - The global semiconductor equipment shipment value increased by 10.80% year-on-year in Q3 2025, indicating a stronger procurement trend [3] Group 3: Key Players and Market Developments - New domestic GPU companies like Moore Threads and Muxi have recently gone public, while established firms like Broadcom and Micron reported significant growth in Q4 driven by AI [2][5] - The approval of NVIDIA's H200 for export to China is expected to enhance domestic large model training efficiency, indicating a shift in U.S. export policies for AI chips [5][6] Group 4: Investment Recommendations - The industry is advised to focus on key players benefiting from strong domestic and international demand in the AIOT sector, as well as those in the AI innovation-driven segment, semiconductor equipment, and storage sectors [7] - Specific companies to watch include Lexin Technology, Cambrian, and various semiconductor equipment manufacturers, as well as those in the power and CIS sectors [7]

来源：新浪基金∞工作室 中证2000ETF（563300）业绩比较基准为中证2000指数收益率，管理人为华泰柏瑞基金管理有限公司， 基金经理为李沐阳、柳军，成立（2023-09-06）以来回报为40.61%，近一个月回报为6.39%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 1月7日，截止午间收盘，中证2000ETF（563300）涨0.78%，报1.420元，成交额1.25亿元。中证 2000ETF（563300）重仓股方面，信息发展截止午盘涨0.56%，仕佳光子涨2.57%，涛涛车业跌1.08%， 鼎通科技涨0.13%，骄成超声涨5.65%，炬芯科技涨1.32%，泰凌微涨1.00%，成都先导涨13.59%，华锐 精密涨2.57%，瑞可达涨2.36%。 ...

人民财讯1月6日电，据央视新闻，1月5日，AR眼镜龙头企业雷鸟创新（RayNeo）宣布完成新一轮10亿元融资。本轮融资由中国移动（600941）链长基 金与中信金石（旗下含茅台金石基金）领投，中国联通旗下联创创新基金等机构共同参与。 东吴证券指出，2026年将成为AI终端创新元年，Meta、苹果、谷歌、OpenAI等科技巨头均有新终端产品推出，以AI眼镜为代表的新形态终端将加速落 地。伴随模型迭代和应用场景开发提速，下一代爆款终端有望在大厂创新周期中诞生，这将推动SoC、电池、散热、通信、光学等关键零组件迎来升级 机遇。 | 代码 | | 息市值 | 滚动市智率 | 评级机构 | 机构一致预测准 | 2024年净利润 | | --- | --- | --- | --- | --- | --- | --- | | | | (亿元) | (倍) | 家数 | 利润增速 | (1乙元) | | | | | | | (%) | | | 688286 | 敏芯股份 | 46.16 | 93.43 | 7 | | -0.35 | | 300567 | 精測电子 | 265.81 | l | 13 | | -0.98 | ...

Group 1 - The year 2026 is projected to be a pivotal year for AI glasses, with significant advancements and product launches expected from major tech companies like Meta, Apple, Google, and OpenAI [3][4] - RayNeo, a leading AR glasses company, announced a new round of financing amounting to 1 billion yuan, aimed at enhancing core technology development and global market expansion, particularly in lightweight optical solutions and independent communication capabilities [3][4] - The CES 2026 event will showcase over 207 Chinese companies, highlighting the growing interest and innovation in AI glasses and wearable technology [5] Group 2 - IDC forecasts that global smart glasses shipments will reach 4.296 million units in Q3 2025, marking a 74.1% year-on-year increase, with the Chinese market expected to see a 107% growth [4] - Companies like Xunwei Communication and Xiechuang Data are among the top net buyers of AI glasses stocks, indicating strong investor interest and confidence in the sector [6] - TCL Technology and Haopeng Technology are expected to see significant profit growth in 2025, with projected increases of 256.62% and 175.25% respectively, driven by advancements in AI-related products [9]